XCM mirrors your firm’s current workflow process, so you can continue to work as you do now. You don’t have to change your internal work processes or methods; XCM adapts to your workflow. Although the vast majority of accounting firms have similar workflow management challenges, your technology needs may differ depending on the size of your firm. That’s why XCM is a highly scalable and flexible cloud-based solution that is simple to use and easy to implement in order to meet unique needs of firms of all sizes, including sole proprietorships, small firms, and mid-size to large firms.
Designed by CPAs for the accounting profession, the XCM workflow automation software benefits all users in all roles across firms of all sizes.